Face to Face - PFS - Drawdown Best Practise Workshop

Thanks to Colin Simmons for this PFS face to face training workshop.

Session Overview:

The aim of the session is to share adviser best practice on Income Drawdown and retirement advice.

Colin Simmons runs these sessions as a discussion based session rather than a presentation this way you, the adviser, will get more out of it.

We discuss ideas on how to move your own businesses going forward & support better client outcomes for retiring clients.

The session will last for 90 minutes.

• Drawdown Agenda
• FCA Views
• CRP & Process
• Cross over from DB transfers
• Drawdown Reviews
• Cash Flow modelling
• Cost of Living crisis
• Aspects of consumer duties
• Support from Prudential

Venue: Kennford Suite, Exeter Court Hotel, Kennford, Exeter, EX6 7UX

Timing: Bacon roll, tea coffee & juice at 8.30am, session starts 9.00am and finishes at 10:30am.

Learning objectives:

At the end of the session attendees will be able to:

• Identify the lessons we can learn from the FCA DB guidance for drawdown advice
• Demonstrate effective use of cashflow modelling to demonstrate client understanding
• Explain the risks with Drawdown & how to effectively document and deal with them as part of a compliant advice process

Presenter: Colin Simmons

Colin has over 20 years experience working in the pensions and retirement market & represents Prudential at various conferences.

He has extensive knowledge of investments and pensions and is a fellow of the personal finance society, holds the investment management certificate and is also Chairman of the Thames Valley PFS region.